401(k) · DOL Form 5500 · 2024

Stem, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
425
Participants Below avg headcount
80th
Percentile by assets National rank
$83,166
Avg per participant Below avg balance/head
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Official DOL plan name: Stem, Inc. 401(k) Plan · Sponsored by Stem, Inc. · Texas · Professional & Technical Services

$35M in assets, 425 participants

Stem, Inc.'s Stem, Inc. 401(k) Plan reported $35M in total assets and 425 participants in its 2024 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #16,154 in Professional & Technical Services (20,173 peers)

Where Stem, Inc. 401(k) Plan sits by assets

Stem, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 425 participants (~$83,166/participant), up 30.1% in 2024.

#16,154
in Professional & Technical Services (20,173 peers)
+30.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Stem, Inc. 401(k) Plan's outsized position by total assets

Stem, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$35,345,760 Top 20% higher than 80% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Stem, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stem, Inc. 401(k) Plan sits mid-pack in the medium band (425 participants).

Plan-year Form 5500 strip

Filing strip 851972187 · Stem, Inc. PY 2024 · 401(k)

Stem, Inc. 401(k) Plan · $35M · 425 · 80th

  • TYPE $35M
  • TYPE 425
  • TYPE 80th
  • TYPE 401(k)
  • TYPE near Arrowhead Central Credit Union 401(k) Plan
  • TYPE ind #16154

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Texas →

Stem, Inc. 401(k) Plan in the asset neighbourhood

Stem, Inc. 401(k) Plan$35MArrowhead Central Credit Union 401(k) PlanArrowhead Central Credit Uni…$35MHoselton Chevrolet, Inc. Profit Sharing and Retirement Savings PlanHoselton Chevrolet, Inc. Pro…$35MKfi Engineers 401(k) Plan$35MTelstra Incorporated Employee 401(k) PlanTelstra Incorporated Employe…$35M
End-of-year total assets ($M) among Stem, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$35M
Net Income$8M
Employer EIN851972187
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Stem, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Stem, Inc. 401(k) Plan, Total assets ($B): 0.03534576 · Participants: 425Stem, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Stem, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Stem, Inc. 401(k) Plan side-by-side with 3 peers →

Stem, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Arrowhead Central Credit Union 401(k) Plan in CA ($35M); by covered participants it is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (425 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (425 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stem, Inc. 401(k) Plan assets move in 2024? ▼
Stem, Inc. 401(k) Plan surged - up 30.1% during 2024, from $27M to $35M. Reported net income was $8M.
Where does Stem, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Stem, Inc. 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stem, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arrowhead Central Credit Union 401(k) Plan in CA ($35M, 486 participants).
Which 401(k) plans cover a similar participant headcount to Stem, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (425 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 851972187.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.